American Heart Association 403(b) match, vesting and fees
What American Heart Association's 403(b) plan says about matching contributions
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (disclaimer opinion, limited scope) | Schedule H ↗ |
| Plan type and status | 403(b) · Active | Form 5500 ↗ |
How the plan compares
Plan year 2024 medians for 25 defined-contribution plans in other services with 5,000 to 9,999 participants.
| American Heart Association: employer contribution per participant | — | |
| Peer median | $1,920 |
| American Heart Association: average balance | $63,984 | |
| Peer median | $54,954 |
| American Heart Association: admin expenses ÷ assets | 0.05% | |
| Peer median | 0.16% |
Admin expenses are the plan's reported administrative expenses divided by its assets; they do not include fund expense ratios.
Plan history
Plan assets went from $361M at the end of plan year 2023 to $398M at the end of plan year 2024.
| Plan year | Participants | Assets | Employer contributions | Per participant | Admin expense ratio | Match formula | Filing |
|---|---|---|---|---|---|---|---|
| 2024 | 7,563 | $398M | — | — | 0.05% | Not published | Form 5500 ↗ |
| 2023 | 7,752 | $361M | — | — | 0.05% | Not published | Form 5500 ↗ |
Other American Heart Association plans (2)
Each plan files its own Form 5500. Figures are from each plan's latest filing.
American Heart Association, Inc. Qualified Retirement Plan
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Recordkeeper | Fidelity Investments Institutional | Schedule C ↗ |
| Independent auditor | Forvis Mazars, LLP (unmodified opinion, limited scope) | Schedule H ↗ |
| Plan type and status | Profit-sharing · Active | Form 5500 ↗ |
American Heart Association Plan Svc 07/01/1976
Plan features
Match, vesting and enrollment details have not been published from this plan's audit report yet. The figures below come from the structured filing.
| Plan type and status | Pension (defined benefit) · Active | Form 5500 ↗ |
Common questions
Does American Heart Association match 401(k) contributions?
The match terms for the American Heart Association, Inc. 403(b) Pension Plan have not been published from its filing yet.
When is the American Heart Association 401(k) match vested?
The vesting schedule for the American Heart Association, Inc. 403(b) Pension Plan is not in the data published so far. Your Summary Plan Description states it.
Who manages the American Heart Association 401(k)?
The recordkeeper listed on Schedule C of the plan year 2024 filing is Fidelity Investments Institutional. The plan administrator is American Heart Association, Inc..
I left American Heart Association. How do I find my old 401(k)?
Your account stays in the plan until you move it. Contact the plan administrator (American Heart Association, Inc., (214) 706-1781) or the recordkeeper, Fidelity Investments Institutional. The American Heart Association old 401(k) page lists the contacts from every plan filing. Find an old American Heart Association 401(k)
Data from the public Form 5500 annual reports American Heart Association filed with the U.S. Department of Labor (plan years 2023 and 2024) and, where noted, the attached independent auditor's report. Plan terms may have changed since the filing; check your current Summary Plan Description. PlanFacts is not affiliated with American Heart Association. Not financial advice. Report a correction · Methodology